Adviser Profile

As of Date 06/10/2025
Registration SEC, Approved, 06/12/2021
ADV Location SAN JOSE, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 300 -100%
of that, discretionary 300 -99%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 100 -99%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

95K 82K 68K 54K 41K 27K 14K
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary